SC
BGR icon

Stolper & Co’s BlackRock Energy and Resources Trust BGR Stock Holding History

Stolper & Co’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$861K Buy
+58,102
New +$927K 0.22% 69

Other funds holding BGR

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Stolper & Co's BGR Position: Q2 2026 in Review

Stolper & Co opened a new position in BlackRock Energy and Resources Trust (BGR) in Q2 2026: 58,102 shares worth $861K. The stake represents 0.22% of the portfolio and ranks #69 among its holdings.

8 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

  • Stolper & Co held 58,102 shares of BlackRock Energy and Resources Trust worth $861K as of Q2 2026.
  • BlackRock Energy and Resources Trust was a new Stolper & Co position in Q2 2026.
  • BlackRock Energy and Resources Trust made up 0.22% of Stolper & Co's portfolio in Q2 2026, its #69 holding.
  • 8 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.